Personal Lines Insurance Account Executive, High-Net-Worth (x2)

SolomonEdwards; Boca Raton (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

SolomonEdwards seeks a Personal Lines Account Executive, High-Net-Worth in Florida to manage a sophisticated portfolio of affluent clients, delivering risk management guidance and exceptional service. This role requires experience with HNW carriers and a client-first advisory approach, with hybrid office arrangements and preference for Florida residency.

The role focuses on relationship management, coverage analysis, and multi-carrier negotiations to secure optimal terms and protection for

Qualifications

• MUST LIVE IN FLORIDA TO BE CONSIDERED.
• Active Property & Casualty license is required.
• Experience with premier carriers (Chubb, PURE, AIG Private Client, Cincinnati, etc.).
• Strong communication and relationship management skills.
• Ability to operate in a hybrid office setting.

Responsibilities

• Serve as the primary relationship manager for a portfolio of high-net-worth clients.
• Analyze exposures and recommend insurance solutions for homes, art, yachts, and specialty risks.
• Prepare coverage comparisons, policy reviews, and renewal presentations.
• Coordinate new business, renewals, endorsements, and remarketing efforts.
• Market accounts to premier carriers and negotiate favorable terms.
• Collaborate with producers, underwriters, and service teams to ensure a seamless client experience.
• Guide clients during claims and advocate for timely resolutions.
• Identify gaps in coverage and cross-selling opportunities.
• Maintain accurate client records in the agency management system.

Skills

Client relationship management

Communication skills

Presentation skills

Analytical abilities

Education

Active Property & Casualty License

Tools

Agency management system

Microsoft Office

Job description

Title: Personal Lines Insurance Account Executive, High-Net-Worth (x2)

Location: Miami, FL (REMOTE – must live in FL)

Our client, an established Top 50 P&C insurance broker is seeking a Personal Lines Account Executive, High-Net-Worth. Position is open due to growth. This role is responsible for managing and servicing a sophisticated portfolio of affluent and high-net-worth individuals and families, providing consultative risk management solutions and exceptional client service. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Position is open due to growth and will have a direct path to career progression. MUST LIVE IN FLORIDA TO BE CONSIDERED!

Responsibilities:

• Serve as the primary relationship manager for a portfolio of high-net-worth and ultra-high-net-worth clients.
• Develop and maintain strong client relationships through proactive communication, annual stewardship reviews, and ongoing risk consultation.
• Analyze client exposures and recommend comprehensive insurance solutions for primary residences, secondary homes, fine art, jewelry, collections, yachts, watercraft, aircraft, umbrella liability, cyber liability, and other specialty risks.
• Prepare coverage comparisons, policy reviews, and renewal presentations to ensure clients understand their insurance programs.
• Coordinate new business, renewals, endorsements, remarketing efforts, and coverage enhancements.
• Market accounts to premier personal lines carriers and negotiate favorable coverage terms and pricing.
• Collaborate with producers, risk advisors, carrier underwriters, and service teams to deliver a seamless client experience.
• Provide guidance during claims situations and advocate on behalf of clients to ensure timely and favorable claim resolution.
• Identify gaps in coverage and cross-selling opportunities while maintaining a client-first advisory approach.
• Maintain accurate client records, policy documentation, and activity within the agency management system.
• Stay informed on market conditions, carrier appetite, emerging risks, and industry trends affecting affluent clientele.

Education and Qualifications:

• MUST LIVE IN FLORIDA TO BE CONSIDERED!
• Must currently hold an active Property & Casualty License.
• Experience working with premier carriers such as Chubb, PURE, AIG Private Client Group, Berkley One, Cincinnati, Travelers Private Client, or similar markets.
• Strong knowledge of homeowners, automobile, umbrella, valuable articles, excess liability, flood, and specialty coverages.
• Excellent communication, relationship management, and presentation skills.
• Strong analytical, organizational, and problem-solving abilities.
• Proficiency with agency management systems and Microsoft Office applications.
• Ability to go into office on a hybrid basis.

The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: https://solomonedwards.com/privacy-policy/#ccpa